CONNECT WITH US
Jun 5
Foxconn posts record May revenue as AI rack demand fuels growth
Computex 2026 closed on June 5 with Nvidia CEO Jensen Huang reaffirming the scale of AI infrastructure demand in his keynote — and Foxconn, as the world's largest electronics contract manufacturer, is among the most direct beneficiaries of that buildout.
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.
Nvidia and SK Hynix announced a multiyear technology partnership on June 7 covering next-generation memory development across Nvidia's full product roadmap — from AI data center infrastructure to personal computers and robotics.
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.
Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.
Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push into AI optical communications. The meeting could also indicate how quickly the lens maker can scale new technologies, and whether margin pressure is easing.
KT Cloud is accelerating its artificial intelligence data center rollout in South Korea with modular construction, alternative power sourcing, and a digital twin operations platform. The move highlights how long permitting timelines, grid limits, and evolving GPU demands could shape AI infrastructure availability for users far beyond Korea.
Dassault Systèmes, Quanta Cloud Technology, and Nvidia are advancing industrial digital twins for AI factories, a shift that could shape how companies worldwide build, run, and scale generative AI systems. The effort targets more efficient inference, stronger lifecycle control, and lower energy use as demand for accelerated computing rises globally.
France secured more than EUR110 billion (US$126.8 billion) in artificial intelligence and data center investment commitments at the recent Choose France summit, with the largest single pledge totaling EUR75 billion for three northern data centers, but officials and investors warned that grid constraints and administrative approvals could delay delivery. According to Financial Times and Reuters, the summit produced a record level of investment promises that together aim to add about 10 GW of computing capacity.
OpenAI said it would merge Codex, ChatGPT and the Atlas browser into a single desktop superapp within weeks as part of a push into the enterprise market. The company repositioned Codex from a developer-only tool into an enterprise productivity platform and added new enterprise features to serve growing non-developer usage.
Anthropic's AI model Mythos identified roughly five times more critical vulnerabilities than existing scanners during early enterprise trials, but its use generated sharply higher token expenses that forced companies to rethink deployment and budgeting, executives and reporting showed. The demonstrations and policy changes unfolded in May and June as Anthropic broadened access to its Project Glasswing security program for vetted organizations across critical infrastructure sectors.